SP
Symmetry Partners’s Exxon Mobil XOM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.75M | Sell |
16,209
-375
| -2% | -$40.4K | 0.22% | 53 |
|
2025
Q1 | $1.97M | Sell |
16,584
-499
| -3% | -$59.3K | 0.27% | 46 |
|
2024
Q4 | $1.84M | Buy |
17,083
+14,701
| +617% | +$1.58M | 0.26% | 49 |
|
2024
Q3 | $279K | Sell |
2,382
-44,153
| -95% | -$5.18M | 0.07% | 73 |
|
2024
Q2 | $5.36M | Buy |
46,535
+3,728
| +9% | +$429K | 0.28% | 54 |
|
2024
Q1 | $4.98M | Sell |
42,807
-32,461
| -43% | -$3.77M | 0.39% | 45 |
|
2023
Q4 | $7.54M | Sell |
75,268
-31,529
| -30% | -$3.16M | 0.41% | 50 |
|
2023
Q3 | $12.6M | Sell |
106,797
-23,780
| -18% | -$2.8M | 0.68% | 36 |
|
2023
Q2 | $14M | Buy |
130,577
+7,995
| +7% | +$857K | 0.74% | 31 |
|
2023
Q1 | $13.4M | Buy |
122,582
+21,751
| +22% | +$2.39M | 0.74% | 33 |
|
2022
Q4 | $11.1M | Buy |
100,831
+3,232
| +3% | +$357K | 0.66% | 36 |
|
2022
Q3 | $8.52M | Buy |
97,599
+15,352
| +19% | +$1.34M | 0.57% | 37 |
|
2022
Q2 | $7.04M | Buy |
82,247
+23,610
| +40% | +$2.02M | 0.47% | 38 |
|
2022
Q1 | $4.84M | Hold |
58,637
| – | – | 0.3% | 47 |
|
2021
Q4 | $3.59M | Buy |
58,637
+27,406
| +88% | +$1.68M | 0.23% | 61 |
|
2021
Q3 | $1.92M | Hold |
31,231
| – | – | 0.13% | 110 |
|
2021
Q2 | $1.97M | Hold |
31,231
| – | – | 0.13% | 101 |
|
2021
Q1 | $1.74M | Sell |
31,231
-1,281
| -4% | -$71.5K | 0.13% | 109 |
|
2020
Q4 | $1.34M | Sell |
32,512
-37
| -0.1% | -$1.53K | 0.1% | 135 |
|
2020
Q3 | $1.12M | Buy |
+32,549
| New | +$1.12M | 0.1% | 142 |
|
2019
Q3 | – | Sell |
-15,904
| Closed | -$1.22M | – | 387 |
|
2019
Q2 | $1.22M | Buy |
15,904
+3,393
| +27% | +$260K | 0.25% | 60 |
|
2019
Q1 | $1.01M | Buy |
+12,511
| New | +$1.01M | 0.17% | 77 |
|